Accounting Today

MARCH 4, 2024

There's a growing sense of unease among asset managers that companies with conspicuously small tax bills pose a financial liability too big to ignore.

Tax 113

Tax tax planning corporation tax 113

inDinero Accounting

MARCH 23, 2023

Introduction In today’s competitive private equity (PE) landscape, portfolio companies (portcos) frequently confront significant obstacles in managing their finance and accounting functions. Private equity firms often acquire businesses with outdated systems, tools, and processes, which can impede effective financial management.

Finance 52

Finance Account accountant accounted 52

inDinero Accounting

MARCH 23, 2023

Introduction In today’s competitive private equity (PE) landscape, portfolio companies (portcos) frequently confront significant obstacles in managing their finance and accounting functions. Private equity firms often acquire businesses with outdated systems, tools, and processes, which can impede effective financial management.

Finance 52

Finance Account accountant accounted 52

Cherry Bekaert

FEBRUARY 16, 2024

Key Takeaway: Private equity funds can save significant time and resources by organizing a “fund-wide” strategy upfront to handle their carbon compliance requirements, as opposed to portfolio companies creating independent, unaligned solutions. Cherry Bekaert can advise on private equity best practices to help guide you.

California 52

California Account accountant accounted 52

Withum

MAY 23, 2022

Real estate investors commit to reducing their portfolio emissions in support of the Paris Agreement. Firms like Allianz Real Estate have committed to reducing emissions by 25% by 2025 across their $85 billion global real estate portfolio. For example, 236 asset managers with $57.5 For example, 236 asset managers with $57.5 Contact Us.

Real Estate 64

Real Estate Government Account accountant 64

PYMNTS

JULY 7, 2020

The investor’s portfolio value was sitting at around S$313 billion as of March 31, 2019, but the global pandemic caused the economy to slow, financial markets to crash and valuations to fall. Temasek’s portfolio, according to Ho, includes listed firms and private companies that are bond issuers or still report to shareholders.

audit 61

audit 61

Summit CPA

JUNE 28, 2023

While his agency portfolio is extensive, he is currently the owner of Simple Focus, an agency he founded in 2009.

CPA 52

CPA Account accountant accounted 52

Withum

FEBRUARY 10, 2023

Considerations for Valuation Despite the uncertainty surrounding the value of tokens purchased from defunct crypto exchanges, like FTX, investment fund managers still need to mark their portfolios at fair value and issue financial statements to their investors.

Tax 59

Tax income tax CPA auditor 59

PYMNTS

OCTOBER 27, 2020

With UBS Next, a $200 million portfolio, the company wants to look at internal initiatives and existing strategic partnerships with "technology companies, startups, regulators, peer banks, other market participants, academia and industry thought leaders," the release stated.

Technology 70

Technology Finance 70

PYMNTS

APRIL 1, 2020

A letter sent to Treasury Secretary Steven Mnuchin, which FT saw, indicated that “regulations effectively prevent the small business portfolio companies owned by venture capital or private equity funds from accessing” the rescue program.

Washington 52

Washington payroll Government 52

PYMNTS

DECEMBER 14, 2020

percent say their AI systems reduced the overall risk of their portfolios. Per the Index , “PYMNTS’ research shows that 63.6 percent of FIs that use AI say their customers’ satisfaction increased, and 23.7 It also found that 63.6 percent saw their charge-off rates decline as a result of their AI systems.

Account 87

Account accountant accounted Technology 87

Accounting Today

DECEMBER 26, 2023

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

Technology 52

Technology Tax 52

PYMNTS

MARCH 25, 2020

That means card portfolios can experience changing returns for financial institutions (FIs). Maximizing portfolios means maximizing relationships across a full product line strategy to engage consumers, she noted, enabling FIs to achieve top-of-wallet status and to offer products with multiple revenue drivers, like credit.

Technology 43

Technology Expense Management Start-ups 43

PYMNTS

DECEMBER 26, 2019

Aye Finance said it will deploy the investment to broaden its small to medium-sized business (SMB) loan portfolio across India. In August, the company announced that DCB Bank had provided about $8 million in debt funding, which was also deployed to expand Aye’s SMB loan portfolio.

Finance 52

Finance B2B 52

PYMNTS

DECEMBER 6, 2016

5) said Santander InnoVentures made a portfolio investment in Tradeshift, though reports did not say how much was provided. “Santander has a track record of collaborating with its portfolio businesses,” explained Tradeshift CEO and Chairman Christian Lanng in another statement. Reports Monday (Dec.

B2B 72

B2B 72

Accounting Today

JANUARY 16, 2024

The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.

Tax 54

Tax 54

PYMNTS

JULY 8, 2019

In a move that extends payroll card portfolios to serve small and medium-sized businesses (SMBs), global business payments company FLEETCOR Technologies, Inc. Its portfolio of brands helps companies automate, digitize, secure and control payments to, or on behalf of, their workers and suppliers.

payroll 55

payroll Technology Legal B2B 55

PYMNTS

DECEMBER 16, 2019

“We’re excited for the addition of Valero to WEX’s commercial fuel card portfolio, and look forward to deepening the brand’s value in its core markets,” said WEX Senior Vice President of Global Partners Brian Fournier in a statement. ” Collaboration is an important part of WEX’s market strategy.

accounts payable 52

accounts payable B2B Technology Sales 52

PYMNTS

DECEMBER 20, 2019

To add protection from targeted fraud, automated attacks and botnets to its portfolio of application services, F5 will acquire fraud and abuse prevention company Shape Security.

online accounting 52

online accounting Government Retail Account 52

PYMNTS

JUNE 13, 2019

GE Ventures wants to sell its portfolio of more than 100 startups. While selling an entire venture portfolio won’t be easy, GE is reportedly adamant that it doesn’t want to sell its investments in pieces.

Technology 40

Technology 40

PYMNTS

JUNE 26, 2020

Amazon will reportedly pay more than $1.2 billion to acquire Zoox , the Foster City, California self-driving technology company, the Financial Times (FT) reported. . While the purchase could fuel Amazon’s delivery fleet, a source familiar with the deal told the newspaper it could signal the eCommerce giant’s entry into ride-hailing.

California 103

California Technology Retail 103

Insightful Accountant

APRIL 10, 2024

Hotel Equities to implement NetSuite to help optimize business processes and improve visibility across its growing portfolio.

NetSuite 105

NetSuite 105

PYMNTS

MARCH 14, 2016

The tech giant is working with UBS Group AG in an effort to link up with potential suitors for the portfolio, which is global in scope which exists as part of the overall corporate venture unit known as Intel Capital. At present, cumulatively, over the past 25 years, Intel Capital has invested roughly $11.6

Technology 40

Technology Sales 40

CPA Practice

FEBRUARY 22, 2024

Upsizing your portfolio Another primary advantage to using a 1031 exchange is that it permits the investor to increase their real estate portfolio without needing to commit additional investment money to do so. A virtuous cycle of consistently upsizing properties expands the investors’ velocity of wealth creation over the long haul.

Real Estate 104

Real Estate Delaware Tax Sales 104

PYMNTS

NOVEMBER 7, 2019

Trading platform eToro has acquired crypto portfolio management app Delta in a deal reportedly worth $5 million. “We We are excited to announce that Delta will become part of the eToro Group. This is our second acquisition this year and reflects our commitment to continued growth and innovation.

40

40

PYMNTS

MARCH 28, 2016

Along with the higher yield that investors want, as at least some hedge against risk, the lenders themselves have pushed rates higher, and with that move, one question arises: How high might rates go before loan demand gets choked off – even against a backdrop where lending in the U.S.

Government 40

Government Maine Finance 40

CPA Practice

JUNE 19, 2023

If an investment makes sense as part of a diversified portfolio and can provide tax benefits, then it is a win-win. Investors can own real estate in their investment portfolio through a REIT, or a real estate investment trust. It must be a good investment and be suitable for the client. Real estate is one example.

Tax 111

Tax Real Estate income tax Legal 111

Withum

MAY 18, 2022

The people I’ve spoken to have been invested in the market for more than ten years and primarily have well-diversified portfolios with reasonable cash flow. I tell them they should look at the stock portion of their portfolio and suggest that it is likely that more than half of their total value is comprised of gains.

Tax 105

Tax Account accountant accounted 105

KROST

NOVEMBER 22, 2022

Are you concerned about having a concentration risk in your portfolio? Do you have a large position in a publicly held company? If the answer is yes, then you should consider using an Exchange Fund, also known as a swap fund. The post Holding a Large Position in One Stock?

Tax 81

Tax 81

Accounting Insight

MAY 3, 2024

Lightyear has seen the amount of UK customers with interest-earning cash as part of their portfolio grow: the average UK customer portfolio was made up of 26% uninvested cash over 2023, compared to 18% in 2022. Yield as of 02/05/24, subject to daily fluctuations and fees).

Account 59

Account accountant accounted 59

Withum

DECEMBER 20, 2023

About EDCI The EDCI, launched in 2021, is an alliance of over 350 General and Limited Partner members, collectively representing ~$28T AUM and ~4,300 Portfolio companies. Choose the ESG metrics and portfolio companies you wish to report on, sign up with EDCI, and allow Withum to take it from there.

Gaming 52

Gaming Government Start-ups 52

Accounting Insight

JANUARY 5, 2024

Lightyear saw the average UK customer portfolio made up of 26% uninvested cash over 2023, compared to 18% in 2022. Diversification and hedging against risk was the theme of 2023 for investors on Lightyear Over half of UK customers (54%) have a mixed portfolio, holding a combination of interest-earning cash with stocks and/or funds.

Retail 59

Retail accounting and finance Healthcare Technology 59

PYMNTS

NOVEMBER 3, 2019

In other news, one year-old Ember Fund , creator of an AI-managed crypto portfolio app, wants to raise as much as $1 million through an SEC-registered securities sale. As a result, Telegram has agreed not to launch its TON blockchain project and gram issuance until April 30, 2020, with its hearing with the SEC pushed back until February.

Sales 40

Sales audit Technology 40

CPA Practice

MAY 9, 2023

It will provide access to the world’s largest accounting association’s learning content, including its portfolio of webcasts, certificates, guides and other CPE courses as a one-stop shop.

accounting and finance 115

accounting and finance Finance Account accountant 115

Withum

MAY 4, 2023

Reshoring Benefits Private equity firms are drawn to reshoring due to its numerous benefits to their portfolio companies. Withum is positioned to provide value-added services related to strategic acquisitions for private equity firms and their portfolio companies in the manufacturing industry. [1]

Manufacturing 126

Manufacturing Transportation 126

Acterys

JUNE 20, 2023

2. Product Portfolio Management Product portfolio management is the process of managing an organization’s product catalog. As a demand planning manager, managing a product portfolio without any strategic planning is a complex and challenging process. What is product portfolio management?

Technology 130

Technology Sales Manufacturing Retail 130

Acterys

JUNE 20, 2023

2. Product Portfolio Management Product portfolio management is the process of managing an organization’s product catalog. As a demand planning manager, managing a product portfolio without any strategic planning is a complex and challenging process. What is product portfolio management?

Technology 130

Technology Sales Manufacturing Retail 130